View availability, utilization, and allocation reports

You can view resource reports that focus on resource availability, utilization, and
allocations.

Before you begin

Role required: admin, resource_user, or resource_manager

Procedure

Navigate to Resource > Resource Reports > Resource Reports.

Fill in the fields, as appropriate.

Option

Description

Report Type

The type of report that you want to view. You can select from the
following options:

Availability

Forecasted Utilization

Committed Utilization

Allocation

Allocation Details

Entity Type

The entity that you want to view the report for. You can select from
the following options:

User

Group

Demand

Project

Program

Portfolio

Other Task

Note: If you select Allocation in the
Report Type field, only
User and Group are
available.

User

The user that you want to view the report for. This field is
displayed only if you select User in the
Entity Type field.

Group

The group that you want to view the report for. This field is
displayed only if you select Group in the
Entity Type field.

Group by

The option to filter the report for the selected group by
Roles or Members. This
field is displayed only if you select
Availability or Forecasted
Utilization or Committed
Utilization in the Report Type
field, and Group in the Entity
Type field.

Members

The group member from the selected group that you want to view the
report for. This field is displayed only if you select
Group in the Entity
Type field and Members in the
Group by field.

Role

The resource role from the selected group that you want to view
the report for. This field is displayed only if you select
Group in the Entity
Type field and Roles in the
Group by field.

Demand

The demand that you want to view the report for. This field is
displayed only if you select Demand in the
Entity Type field.

Project

The project that you want to view the report for. This field is
displayed only if you select Project in the
Entity Type field.

Program

The program that you want to view the report for. This field is
displayed only if you select Program in the
Entity Type field.

Portfolio

The portfolio that you want to view the report for. This field is
displayed only if you select Portfolio in the
Entity Type field.

Other Task

The task (other than a demand, project, program, or portfolio) that
you want to view the report for. This field is displayed only if you
select Other Task in the Entity
Type field.

Resource Plan

The resource plan that you want to view the report for. This field
is not displayed if you select User or
Group in the Entity
Type field.

Start Date and End Date

The start and end dates that you want to view the report for.

Zoom Level

The zoom level that you want to view the report for. You can select
from the following options:

Weekly: Displays data for each week
during the selected time period.

Monthly: Displays data for each month
during the selected time period.

Report Unit

Note: This
field is displayed only when Availability,
Allocations, or Allocation Details is selected in the
Report Type field:

The unit in
which capacity, availability, or allocation of a resource is displayed.

Hours: Displays the capacity, availability, or
allocation of a resource in hours.

FTE: Displays the capacity, availability, or
allocation of a resource in FTE.

Person days: Displays the capacity, availability, or
allocation of a resource in person days.

View availability, utilization, and allocation reports

You can view resource reports that focus on resource availability, utilization, and
allocations.

Before you begin

Role required: admin, resource_user, or resource_manager

Procedure

Navigate to Resource > Resource Reports > Resource Reports.

Fill in the fields, as appropriate.

Option

Description

Report Type

The type of report that you want to view. You can select from the
following options:

Availability

Forecasted Utilization

Committed Utilization

Allocation

Allocation Details

Entity Type

The entity that you want to view the report for. You can select from
the following options:

User

Group

Demand

Project

Program

Portfolio

Other Task

Note: If you select Allocation in the
Report Type field, only
User and Group are
available.

User

The user that you want to view the report for. This field is
displayed only if you select User in the
Entity Type field.

Group

The group that you want to view the report for. This field is
displayed only if you select Group in the
Entity Type field.

Group by

The option to filter the report for the selected group by
Roles or Members. This
field is displayed only if you select
Availability or Forecasted
Utilization or Committed
Utilization in the Report Type
field, and Group in the Entity
Type field.

Members

The group member from the selected group that you want to view the
report for. This field is displayed only if you select
Group in the Entity
Type field and Members in the
Group by field.

Role

The resource role from the selected group that you want to view
the report for. This field is displayed only if you select
Group in the Entity
Type field and Roles in the
Group by field.

Demand

The demand that you want to view the report for. This field is
displayed only if you select Demand in the
Entity Type field.

Project

The project that you want to view the report for. This field is
displayed only if you select Project in the
Entity Type field.

Program

The program that you want to view the report for. This field is
displayed only if you select Program in the
Entity Type field.

Portfolio

The portfolio that you want to view the report for. This field is
displayed only if you select Portfolio in the
Entity Type field.

Other Task

The task (other than a demand, project, program, or portfolio) that
you want to view the report for. This field is displayed only if you
select Other Task in the Entity
Type field.

Resource Plan

The resource plan that you want to view the report for. This field
is not displayed if you select User or
Group in the Entity
Type field.

Start Date and End Date

The start and end dates that you want to view the report for.

Zoom Level

The zoom level that you want to view the report for. You can select
from the following options:

Weekly: Displays data for each week
during the selected time period.

Monthly: Displays data for each month
during the selected time period.

Report Unit

Note: This
field is displayed only when Availability,
Allocations, or Allocation Details is selected in the
Report Type field:

The unit in
which capacity, availability, or allocation of a resource is displayed.

Hours: Displays the capacity, availability, or
allocation of a resource in hours.

FTE: Displays the capacity, availability, or
allocation of a resource in FTE.

Person days: Displays the capacity, availability, or
allocation of a resource in person days.

Click Run to view the report.

Share this page

Feedback

Please rate the usefulness of this page

What would you like to tell us about this specific page?

Provide your email if you'd like us to respond

Provide your email if you'd like us to respond

Confirm

We were unable to find "Coaching" in
Jakarta.
Would you like to search instead?

SubscribeSubscribedUnsubscribeLast updated:Tags:JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberNo Results FoundVersionsSearch preferences successfully updatedMy release version successfully updatedMy release version successfully deletedAn error has occurred. Please try again later.You have been unsubscribed from all topics.You are now subscribed toand will receive notifications if any changes are made to this page.You have been unsubscribed from this contentThank you for your feedback.Form temporarily unavailable. Please try again or contact
docfeedback@servicenow.com
to submit your comments.The topic you requested does not exist in therelease. You were redirected to a related topic instead.The available release versions for this topic are listedThere is no specific version for this documentation.Explore productsClick to go to thepage.Release notes and upgradesClick to open thedropdown menu.DeleteRemoveNo selected versionReset